GREAT VALLEY ADVISOR GROUP, INC. VFMO Holdings History
GREAT VALLEY ADVISOR GROUP, INC.'s Vanguard U.S. Momentum Factor ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 387,992.00 shares of Vanguard U.S. Momentum Factor ETF(VFMO), totaling $58.86 Mil. This investment constitutes 1.27% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 6.46% of the outstanding Vanguard U.S. Momentum Factor ETF(VFMO) stock.
The initial trade took place in 2023Q1. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 8 purchases of VFMO, at an average price of $161.30, for a total of 389,586.00 shares. In addition, there have been 1 sales at an average price of $113.66 for 1,594.00 shares. Based on historical transaction data and VFMO's current price of $175.82, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his VFMO holdings is $5.56 Mil, reflecting a 8.84% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. VFMO ($175.82) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. VFMO ($175.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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